Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$462K Sell
1,720
-119
-6% -$31.9K 0.34% 86
2025
Q1
$453K Buy
1,839
+102
+6% +$25.1K 0.31% 95
2024
Q4
$398K Sell
1,737
-22
-1% -$5.04K 0.28% 99
2024
Q3
$355K Sell
1,759
-35
-2% -$7.06K 0.26% 103
2024
Q2
$362K Buy
1,794
+127
+8% +$25.6K 0.26% 102
2024
Q1
$258K Buy
+1,667
New +$258K 0.19% 133